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This October marked 15 years since LVW Advisors became an independent firm.
Milestones have a way of creating space for reflection. For Founder and CEO Lori Van Dusen, LVW’s 15th anniversary is an opportunity to look back not simply at how the firm has grown, but at the people, relationships and experiences that have shaped it along the way.
When LVW became independent 15 years ago, Lori did not think of the decision as remarkable. The firm was focused on something much more fundamental: having the freedom to approach each client’s circumstances individually and build advice around what they were trying to accomplish.
That philosophy continues to shape LVW today.
